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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1376 |
1376
Rothschild Investment LLC
Chicago,
Illinois
| $759M | -$103M | -12% | 8.42% | 99.4% | 544 | 15.26% | 1.6 |
|
| 1377 |
1377
Pittenger & Anderson Inc
Lincoin,
Nebraska
| $757M | -$22.6M | -3% | 2.79% | 63.4% | 461 | 16.7% | 1.4 |
|
| 1378 |
1378
Portolan Capital Management
Boston,
Massachusetts
| $755M | +$39.7M | +6% | 10.9% | 738% | 140 | 33.57% | 0.9 |
|
| 1379 |
1379
Cove Street Capital
El Segundo,
California
| $755M | -$75.3M | -9% | 10.3% | 84.2% | 119 | 15.13% | 1.1 |
|
| 1380 |
1380
Oak Associates
Akron,
Ohio
| $754M | -$67.2M | -8% | 4.09% | 152% | 174 | 10.92% | 1.9 |
|
| 1381 |
1381
Bar Harbor Wealth Management
Concord,
New Hampshire
| $754M | -$68.8M | -8% | 7.35% | 85% | 307 | 13.68% | 1.8 |
|
| 1382 |
1382
Pitcairn
Conshohocken,
Pennsylvania
| $754M | -$112M | -13% | 6.51% | 111% | 510 | 28.43% | 1.7 |
|
| 1383 |
1383
Sumitomo Life Insurance
Tokyo,
Japan
| $754M | -$67M | -8% | 5.81% | 69.6% | 309 | 10.68% | 1.8 |
|
| 1384 |
SCM
1384
Suffolk Capital Management
New York
| $752M | -$88.6M | -11% | 8.91% | 48.6% | 165 | 37.58% | 0.9 |
|
| 1385 |
CCM
1385
Cupps Capital Management
Chicago,
Illinois
| $752M | -$288M | -28% | 3.09% | 213% | 220 | 32.27% | 1 |
|
| 1386 |
1386
Redwood Investments
Boston,
Massachusetts
| $751M | -$55.8M | -7% | 4.58% | 74.1% | 192 | 15.63% | 1.4 |
|
| 1387 |
SFP
1387
Santa Fe Partners
Santa Fe,
New Mexico
| $751M | +$17.9M | +2% | 6.59% | – | 661 | 60.97% | 0.5 |
|
| 1388 |
1388
MSD Capital
New York
| $750M | -$60.4M | -7% | 15.5% | 11.5% | 8 | 12.5% | 1.5 |
|
| 1389 |
1389
Lee, Danner & Bass
Nashville,
Tennessee
| $749M | -$89.5M | -11% | 7.56% | – | 176 | 11.93% | 1.9 |
|
| 1390 |
1390
RGM Capital
Naples,
Florida
| $749M | +$40.7M | +6% | 7.9% | 48.6% | 23 | 17.39% | 1.4 |
|
| 1391 |
TM
1391
Tiger Management
New York
| $748M | +$40.1M | +6% | 6.2% | – | 58 | 36.21% | 0.7 |
|
| 1392 |
1392
Indus Capital Partners
New York
| $748M | -$198M | -21% | 19.3% | 117% | 49 | 40.82% | 0.7 |
|
| 1393 |
1393
Newbrook Capital Advisors
New York
| $747M | -$62.7M | -8% | 2.41% | 299% | 27 | 29.63% | 0.7 |
|
| 1394 |
AVC
1394
Arlington Value Capital
Salt Lake City,
Utah
| $745M | +$29.3M | +4% | 13.2% | 14.4% | 18 | 27.78% | 1.1 |
|
| 1395 |
1395
Eagle Boston Investment Management
Boston,
Massachusetts
| $745M | -$48.9M | -6% | 4.65% | 71.5% | 132 | 6.82% | 2 |
|
| 1396 |
1396
Catalyst Capital Advisors
Huntington,
New York
| $745M | -$112M | -13% | 4.42% | 62.7% | 693 | 56.85% | 0.5 |
|
| 1397 |
1397
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $744M | +$108M | +17% | 7.23% | 72.7% | 203 | 25.12% | 0.9 |
|
| 1398 |
1398
Skylands Capital
Milwaukee,
Wisconsin
| $744M | -$187M | -20% | 10.6% | 61% | 248 | 19.76% | 1.6 |
|
| 1399 |
1399
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
| $743M | -$57.5M | -7% | 8.44% | 42.1% | 104 | 10.58% | 1.9 |
|
| 1400 |
1400
Blackhill Capital
Morristown,
New Jersey
| $742M | -$86.3M | -10% | 9.7% | 212% | 95 | 8.42% | 1.8 |
|